Jennz Lee

Experience

• 

  AIA

  Jan 2016 - Apr 2016

  Associate Financial Planner- Internship Programs

  * Set up a simple website for company (http://elitewealth2u.wix.com/advisor).* Create several events to the public such as Movie Night, Cash Flow Event, Networking Night Party and so on.* Provide financial advise to client.* Understand customer needs and wants.* Provide personal plan for client according customer's needs and wants.* Provide customer services and follow up services in various term such as claims, payments, product knowledge, problem solutions and so on.*Conduct training among team members and attend training programs. Show less

• 

  Consulting Company

  Apr 2016 - Jan 2017

  Associate Consultant
• 

  Ipsos Interactive Services

  Jan 2017 - now

  • Raise with client around APAC markets, understand the need of each market and identify the key differences specific to individual countries,• Liaises with the client on methodology and analysis issues and provides solutions or suggests changes where needed,• Manages a given portfolio of clients & online market research projects;• Collaborates closely with other departments involved in the elaboration of the project and liaises with clients in all the phases of the project; liaises with the client on methodology and analysis issues and provides solutions or suggests changes where needed;• Prepares the documentation for all projects and checks various nonconformity gaps and suggests improvements;• Takes responsibility for research and questionnaire design, as well as for conducting own projects according to the company standards;• Provide support to junior team members, crisis management Show less • Identify common needs across APAC market and understand key differences specific to individual countries• Implement after sales and client management strategy for specific issues regarding the quotation process• Develop and adapt the pricing systems of the company according to the company strategy• Develop a project plan and corresponding budget for each request for quotation (RFQ) assigned to support for project more than USD 15k.• Build the right price in line with the company pricing policy from the moment the request is received and assigned and negotiate prices with client.• Checks the feasibility with the sampling department and with the external panel providers.• Verifies the availability of other production resource in the company and provides timing after validation with the production team- leader.• Conduct project briefings with all parties involved at commissioning stage.• Identify and document back up plans for critical projects.• Maintain an awareness of competitors’ product and pricing including new trends and developments in the industry.• Monitors the quality of the quotation process and takes the necessary steps to ensure conversion rate of sold projects, customer and employee satisfaction• Maintains good professional relationship with the other team like production, RAES, scripting, DP, coding and so on to ensure optimum usage of resources and deliver best offers to the clients• Registers errors for the team and suggest necessary corrective actions during the meeting• Client relationship management from the moment the client requests an offer to the point of implementation of the project;• Proposal of ad-hoc solutions in order to achieve the balance between gross margin and client satisfaction.• Price negotiation with clients and costs with suppliers on a project by project basis.• Margins and revenues assessment. Show less • Build and sent to client the commercial offer to all client’s requests that have been assigned.• Better understand on client’s specifications through communication.• Develop a project plan and corresponding budget for each request for quotation (RFQ) assigned to support.• Build the right price in line with the company pricing policy from the moment the request is received and assigned and negotiate prices with client.• Checks the feasibility with the sampling department and with the external panel providers.• Verifies the availability o0f other production resource in the company and provides timing after validation with the production team- leader.• Conduct project briefings with all parties involved at commissioning stage.• Identify and document back up plans for critical projects.• Maintain an awareness of competitors’ product and pricing including new trends and developments in the industry.• Set pricing base on client requests by using company tools and system.• Provide suggestion on systems and processes improvement. Show less

  • Senior Project Manager

    Nov 2020 - now

  • Senior Quotation Executive

    Jul 2018 - Nov 2020

  • Quotation Executive

    Jan 2017 - Jul 2018